We completed the latest upgrade to ATEB Suitability on 9th July 2021. This update comes at no additional cost and
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Based on data and live visits to firms during the period from April 2015 to rule changes in 2018 and
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We completed the latest upgrade to ATEB Suitability on 27th May 2021. This update comes at no additional cost and
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Everyone involved with defined benefit pension transfer advice should by now be very aware that contingent charging is banned for
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Alongside the rules introduced in October 2020 by Policy Statement (PS 20/6), the FCA published an accompanying guidance consultation (GC
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You may well have seen reports that the FCA recently published its Defined Benefit Advice Assessment Tool (DBAAT). This is
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Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should
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